United Capital Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $479K | Buy |
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|
2025
Q4 | $417K | Buy |
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|
2025
Q3 | $274K | Sell |
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|
2025
Q2 | $565K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $749K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.5M | Sell |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.58M | Sell |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $1.73M | Sell |
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|
2016
Q3 | $2.38M | Buy |
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|
2016
Q2 | $669K | Sell |
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|
2016
Q1 | $633K | Buy |
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|
2015
Q4 | $589K | Buy |
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|
2015
Q3 | $332K | Buy |
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|
2015
Q2 | $295K | Sell |
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|
2015
Q1 | $302K | Buy |
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|
2014
Q4 | $255K | Buy |
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